Omnistudio Requirement for Salesforce Document Generation
Managed packages like Omnistudio offer standard capabilities, including a template
designer, server-side and client-side generation, and support with Omniscripts and Integration
Procedures.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and
Developer Editions
If you’re generating documents without using Data Mappers, Omnistudio isn’t required (neither
the Omnistudio (standard) nor the Omnistudio for managed package). However, if your
templates include tokens that must be replaced with actual data, Data Mappers are necessary. In that case, you need
either Omnistudio (standard) or the Omnistudio for managed package, both of which support Data
Mappers. The specific version of Omnistudio is determined by the assigned permission set
license (PSL).
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